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Bruce G. Allen Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Bruce G. Allen Investments’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.6K Hold
2,030
– – 0.04% 222
2026
Q1 		$78K Hold
2,030
– – 0.05% 191
2025
Q4 		$101K Hold
2,030
– – 0.07% 156
2025
Q3 		$132K Hold
2,030
– – 0.09% 121
2025
Q2 		$124K Buy
2,030
+758
+60% +$42.5K 0.09% 125
2025
Q1 		$59.5K Hold
1,272
– – 0.05% 219
2024
Q4 		$67.5K Hold
1,272
– – 0.05% 207
2024
Q3 		$46K Hold
1,272
– – 0.04% 276
2024
Q2 		$43.4K Buy
+1,272
New +$47.5K 0.04% 266

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bruce G. Allen Investments's IBIT Position: Q2 2026 in Review

Bruce G. Allen Investments held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 2,030 shares worth $67.6K. The position accounts for 0.04% of the portfolio, ranked #222.

Bruce G. Allen Investments first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $132K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Bruce G. Allen Investments held 2,030 shares of iShares Bitcoin Trust worth $67.6K as of Q2 2026.
  • Bruce G. Allen Investments left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of Bruce G. Allen Investments's portfolio in Q2 2026, its #222 holding.
  • Bruce G. Allen Investments first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's iShares Bitcoin Trust position peaked at $132K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.